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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,741 | $45,041-31.7% | $63,003-51.2% | $70,131-56.2% |
| Participation rate | 83.9% | 69.5%+14.3pp | 74.8%+9.1pp | 69.5%+14.3pp |
| Annual return | 6.38% | 18.76%-12.4pp | 87.59%-81.2pp | 73.14%-66.8pp |
| Employer contribution / active EE | $1,104 | $2,052-46.2% | $2,760-60.0% | $2,342-52.9% |
| Participant deferral / active EE | $1,256 | $2,465-49.1% | $3,329-62.3% | $3,332-62.3% |
| Admin fee / account holder | $5,506 | $2,836+94.2% | $3,600+52.9% | $4,645+18.5% |